iShares S&P 500 Index shares owned by Lumbard Investment Counseling
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lumbard Investment Counseling
from 13F filings
Historical chart of Lumbard Investment Counseling investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lumbard Investment Counseling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $649k | 970 | 669.30 |
| 2025-06-30 | $376k | 606 | 620.90 |
| 2025-03-31 | $381k | 678 | 561.90 |
| 2024-12-31 | $412k | 700 | 588.68 |
| 2024-09-30 | $442k | 767 | 576.82 |
| 2024-06-30 | $444k | 812 | 547.23 |
| 2024-03-31 | $443k | 842 | 525.73 |
| 2023-12-31 | $402k | 842 | 477.63 |
| 2023-09-30 | $375k | 872 | 429.43 |
| 2023-06-30 | $308k | 690 | 445.71 |
| 2023-03-31 | $462k | 1.1k | 412.39 |
| 2022-12-31 | $435k | 1.1k | 384.21 |
| 2022-09-30 | $344k | 958 | 359.08 |
| 2022-06-30 | $363k | 958 | 378.91 |
| 2022-03-31 | $773k | 1.7k | 453.64 |
| 2021-12-31 | $1.2M | 2.4k | 476.86 |
| 2021-09-30 | $1.4M | 3.2k | 430.88 |
| 2021-06-30 | $1.6M | 3.8k | 429.85 |
| 2021-03-31 | $1.6M | 3.9k | 397.72 |
| 2020-12-31 | $1.9M | 5.2k | 375.39 |
More positions owned by Lumbard Investment Counseling
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